Firefly Wealth Management fees and pricing
Financial planner in Cleveland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Firefly Wealth Management charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“The negotiated fixed rate for creating client financial plans, in general, fees for financial planning begin at $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Firefly Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for a full refund of Firefly Wealth’s fees, within five business days of signing the Financial Planning Agreement.”
- “In the instance of early termination, Firefly will refund unearned fees to the client based 5 on the percentage of work completed by Firefly Wealth up to the effective date of termination.”
How Firefly Wealth Management’s fees compare
- Its flat or project fee of $5,000 is above the Ohio median of $3,250. 61% of the 199 other Ohio planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Cleveland that publish a flat or project fee charge less.
About Firefly Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 2
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $350,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331225
- Phone
- (216) 285-1140
Other planners in Cleveland that publish fees
- Anfield Wealth ManagementCleveland$500, $200/mo
- Beacon Financial Advisory LLCCleveland$250-$20,000
- Cleveland Wealth, LLCCleveland$1,200-$10,000
- Ethos Financial PlanningCleveland$2,000-$10,000
- Family Financial Services, LLCCleveland$50-$250/hr
- Intentional Wealth PartnersCleveland$400/hr, $2,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.